What is DEAR Inventory?
Cin7 Core (DEAR Inventory) is an Inventory Management system for Manufacturers, Wholesalers, and Distributors, and integrates tightly to Prospect CRM.
What do we integrate?
Integration is our thing! We don't just integrate a few bits of data, or add a few basic links, we do proper integration. Our integration layer is two-way, constantly running and updating data from taxes and currencies, to customers, products, inventory, orders, shipments and invoices.
The Cin7 Core integration will queue a new sync 15 minutes after the end of the previous sync, and any records updated in that time will be queued for syncing. Read about how to check your current integration state, here.
Customers
Feature | Explanation |
Customer Account Code | This gets imported into the Sales Ledger ID field. It's our unique identifier for each customer account. The customer account code is not visible in the Cin7 Core (DEAR Inventory) interface but it is a random assortment of letters & numbers such as '7a8f439b-fa87-4795-a085-385ce8b133f9'. |
Company Name | We import the Company Name when we sync any new Companies from Cin7 Core (DEAR Inventory), and when a new customer account is created from Prospect CRM into Cin7 Core (DEAR Inventory). There is no constant sync of the company name once the company/account has been created. |
Company Phone Number | We import the Company Phone Number when we sync any new Companies from Cin7 Core (DEAR Inventory), and when a new customer account is created from Prospect CRM into Cin7 Core (DEAR Inventory). There is no constant sync of the Company Phone Number once the company/account has been created. |
Company Type | Company Type will be automatically set to either Customer or Supplier depending on the account type within Cin7 Core (DEAR Inventory). |
Posting Sale rep to Cin7 Core (DEAR Inventory) on Customer Account creation | We set the Cin7 Core (DEAR Inventory) Sales Rep from our 'Cin7 Sales Representative' field that is presented when creating a new customer account from your workspace. You will need to select a sales rep from this drop-down when creating the account.
Please note the user name needs to match exactly what is in Cin7 Core otherwise the Sales Rep will not be set. |
Posting Sales Person to Cin7 Core (DEAR Inventory) on Sales Order Confirmation | When confirming an order to Cin7 Core we can post the sales rep on the sales order created in Cin7 as the sales person that has been set on the quote in your workspace.
Please note the user name needs to match exactly what is in Cin7 Core otherwise the Sales Rep will not be set. Click here to enable posting of Cin7 Core (DEAR) Sales Rep. |
Contacts (Name, Email Address, Phone numbers etc.) | We import the Cin7 Core (DEAR Inventory) Contacts when we sync any new Companies from Cin7 Core (DEAR Inventory), and when a new customer account is created from Prospect CRM into Cin7 Core (DEAR Inventory). There is no constant sync of the Contacts & Contact Information once the company/account has been created. |
Address | We import the main Address when we sync any new Companies from Cin7 Core (DEAR Inventory), and when a new customer account is created from Prospect CRM into Cin7 Core (DEAR Inventory). There is no constant sync of the main Address once the company/account has been created. |
Delivery Addresses | We do have an automatic sync of this, so if it is changed in Cin7 Core (DEAR Inventory) it will sync back to the CRM. |
Default Price Tier | We do have a constant sync of the customer's Default Price Tier, so if it has changed in Cin7 Core (DEAR Inventory) it will sync back to the CRM. You can set the Default Price Tier when creating a new Cin7 Core (DEAR Inventory) customer account from Prospect CRM. |
Default Payment Terms | We do have a constant sync of the customer's Default Payment Terms, so if it has changed in Cin7 Core (DEAR Inventory) it will sync back to the CRM. You can set the Default Payment Terms when creating a new Cin7 Core (DEAR Inventory) customer account from Prospect CRM. |
Credit Limit | We import the customer's credit limit but we do not import the balance as this is not available within Cin7 Core's (DEAR Inventory) API (this has been logged with Cin7 Core). |
Products
Feature | Explanation |
Product SKU | The unique identifier for the product. Please note Product SKU can be changed in Cin7 Core (DEAR Inventory), and if done so we will create a duplicate product if the product SKU is changed. |
Product Description | Constantly syncs if changed in Cin7 Core (DEAR Inventory). |
Selling Price | Standard Selling Price is constantly synced, and will be used on quotes if no price tiers are selected. |
Price Tiers | We import all Price Tiers for products and use the customer's default when doing quotes & orders via Prospect CRM. You can view the Price Tiers for a product on the product record in the CRM. |
Stock Levels | Stock will be imported from all warehouses setup in Cin7 Core (Dear Inventory).
You can see the total Stock Level, and individual Stock Level in the different warehouses on the product record. |
Product Next Available Date | Need to use 'Advanced Purchases' for this to work within Cin7 Core (DEAR Inventory). You will also need to use 'CRM Standard Stock Calculation'. Only populates the Product Date Next Available not the Stock by Warehouse Date Next Available field. |
Product Images | We can import the Product Images from Cin7 Core (DEAR Inventory) if enabled in the system settings. Click here to learn more. |
Product Tag | Product Tags are imported into a searchable field on the Product Item in the CRM. |
Cin7 Core (DEAR Inventory) Extended Description | Can be imported into either the Extended Description, Internal Notes or Specification CRM fields. You can select which field you import to within the System Settings.
Extended Description can be pulled through to the quote table for the customer, so if these notes are useful additional information about the product that is customer facing it should go into the Extended Description. |
Cin7 Core (DEAR Inventory) Short Description | This system option defines which field in the CRM is updated with the Product Short Description field from Cin7 Core (DEAR Inventory). The Specification field supports HTML. The CRM Extended Description field only supports plain text but can be used, and even amended on a quote or order line. The Internal Notes field only supports plain text and is not typically shared with customers. |
Product Category | Will be imported to our Product Category field and this can be used on the Magic Matrix. |
Unit Weight | Is imported into our unit weight description field and can be displayed on a quote table. Click here to learn more. |
Sellable Flag | When we import products from Cin7 Core (DEAR Inventory) if the sellable flag is set to No, we will import the product as obsolete. |
Service Items | Service items are additional costs such as labour or delivery. We import these items as products so they can be added to orders. |
Cost Price | We import Cin7 Core's (DEAR Inventory) Average Cost price as the cost price for the product. For more information on how Cin7 Core's (DEAR) average cost price is calculated click here. |
Sales Orders
Feature | Explanation |
Sales Orders Confirmed into Cin7 Core (DEAR Inventory) | We will import any sales orders entered directly in Cin7 Core (DEAR Inventory) to Prospect CRM under the Sales Order & Sales Transaction Report Entities. |
Products | Any products on the order will be posted through to Cin7 Core (DEAR Inventory). Please note that the product description will just use whatever the product description is in Cin7 Core (DEAR Inventory). |
Prices | The price entered on the order line will post through onto the order. This will not change the price for any future orders.
Any default special prices need to be set in Cin7 Core (DEAR Inventory) on the customer account. |
Discount Per Line
| Discount entered on the order line will post though onto the order. This will not change discounts for any future orders.
Any default discounts need to be set in Cin7 Core (DEAR Inventory) on the customer account. |
Extended Description | Any notes entered in the extended description on the order line will be posted into the line comments within Cin7 Core (DEAR Inventory) on the order. |
Delivery Notes | Any notes entered in the delivery notes will be posted into the Sale Note field in Cin7 Core (DEAR Inventory). |
Delivery Address | The delivery address will default to the company's address but this can be changed to any saved delivery address or by entering a new address. This will post through to the delivery address in Cin7 Core (DEAR Inventory) on the order. |
Tracking Numbers | Tracking numbers for delivery updates can be imported into the 'DeliveryTrackingReferences' field on sales order header. |
Customer Order Reference | Any reference entered here will be posted into the Customer Reference field on the sales order in Cin7 Core (DEAR Inventory). |
Warehouse
| Warehouses will be imported from Cin7 Core (DEAR Inventory), the user can select the required warehouse for the sales order and this will post through to Cin7 Core (DEAR Inventory). The warehouse will also default to the customer's default warehouse. |
Sales Status | Within our system settings you can choose a default Cin7 Core (DEAR Inventory) sales status for orders confirmed from CRM to Cin7 Core (DEAR Inventory). The status options are either a Authorised Sale or Draft Sale. Click here to learn more. |
Sales Type | Within our system settings you can choose a default Cin7 Core (DEAR Inventory) sales type for orders confirmed from CRM to Cin7 Core (DEAR Inventory). The sales type options are either Advanced Sale or Simple Sale. You can't do part shipping with simple sales. Click here to learn more. |
Payment Receipts | We post payment receipts only for Simple Sale types. |
Voided Orders | Any orders voided in Cin7 Core (DEAR Inventory) will be removed entirely from the Sales Transactions page on the Company level. But the CRM Order will remain if processed from Prospect CRM. |
Paid Flag | We import the Paid Flag within the Sales Transaction entity. This can be added to the Sales Transaction page. |
Memo | The CRM Memo field within the Quote/Sales Order Details page will post any notes added through to the Cin7 Core (DEAR Inventory) Memo field on the Sales Order. |
Quote URL | A link to the Quote that the order originated from will be posted into the External ID field in Cin7 Core (DEAR Inventory) on order confirmation. |